The Community Investment Course “Moving from Owing to Owning” will prepare you to become a knowledgeable investor so that you can meet your financial goals. This class is a pre-requisite to becoming an investor in the Community Investment Trust.

Note that this is a 2 day class and will be held at Plaza 122 (2 Dias)

Lunch will be provided. Child care can be provided as well with enough advance notice

Comida Proveída. Cuidado de Nino a Pedido.

Investment Trust:

Provides an opportunity for ALL residents (in the 4 zip codes to become investors)

The monthly investment amount is LOW and manageable at $10-$100/month

What is unique of this investment is that ALL the money YOU put in, is GUARANTEED by a bank this means:

Your Investment is protected from a downside, while its upside is tied to the property’s value

You can sell at any time in case you need the money for an emergency or any other reason

Who is Eligible?

To be eligible for the Plaza 122 CIT, you must:

Live in zip code 97216, 97230 ,97233, or 97236

Be at least 18 years old

Have a tax ID number (TIN)

Plaza 122

Topics covered:

Session 1: Getting in Line with your Goals

What participants will learn:

How to lower what you owe and increase what you own

What participants will do:

Figure out your current wealth and compare with financial goals

Create a budget for savings and long term investment

Session 2: Getting in Line with your Goals

What participants will learn:

Address the gap between your financial goals and current net worth

Improve your credit score

What participants will do:

Take action on the gap between personal wealth and goals

Take action on your credit report and improve credit

Session 3: Investment Options for matching your Goals

What participants will learn:

How various investments work and their risks/benefits

What participants will do:

Identify potential barriers for saving and investing

Create a plan to stay on track with your financial goals

Session 4: Creating your Investment Plan

What participants will learn:

How various investments work and their risks/benefits

What participants will do:

Evaluate the suitability of certain investment options

Create an investment plan to help achieve your financial goals

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